Factory

The central hub for managing all sales-related records

📋<a href="https://help.factory.app/en/articles/8304261-main-page-sales-orders">Main Page (Sales Orders)</a>

📋<a href="https://help.factory.app/en/articles/11470892-custom-columns">Sales Order: Custom Columns</a>

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📋<a href="https://help.factory.app/en/articles/12080668-quote-details">Quote Details</a>

📋<a href="https://help.factory.app/en/articles/12080447-creating-and-editing-a-quote">Creating and Editing a Quote</a>

📋<a href="https://help.factory.app/en/articles/12080958-quote-statuses-and-action-buttons">Quote Statuses and Action Buttons</a>

📋<a href="https://help.factory.app/en/articles/12081788-previewing-printing-and-emailing-a-quote-or-proforma-invoice">Previewing, Printing and Emailing a Quote and Proforma Invoice</a>

📋<a href="https://help.factory.app/en/articles/12088307-converting-a-quote-to-an-order">Converting a Quote to an Order</a>

📋<a href="https://help.factory.app/en/articles/12088552-splitting-a-quote">Splitting a Quote</a>

📋<a href="https://help.factory.app/en/articles/12088696-changing-the-customer-on-a-quote">Changing the Customer on a Quote</a>

📋<a href="https://help.factory.app/en/articles/12088834-duplicating-a-quote">Duplicating a Quote</a>

📋<a href="https://help.factory.app/en/articles/12093442-archiving-or-cancelling-a-quote">Archiving or Cancelling Quote</a>

Comprehensive tools for managing Sales Order

📋<a href="https://help.factory.app/en/articles/8303490-order-details">Order Details</a>

📋<a href="https://help.factory.app/en/articles/8309441-creating-and-editing-sales-orders">Creating and Editing Sales Orders</a>

📋<a href="https://help.factory.app/en/articles/12094448-order-statuses-and-action-buttons">Order Statuses and Action Buttons</a>

📋<a href="https://help.factory.app/en/articles/12111864-invoicing">Invoicing</a>

📋<a href="https://help.factory.app/en/articles/8905282-partial-invoicing">Partial Invoicing</a>

📋<a href="https://help.factory.app/en/articles/12113736-emailing-an-order-confirmation">Emailing Order Confirmation</a>

📋<a href="https://help.factory.app/en/articles/12113841-generating-delivery-docket-and-work-order">Generating Delivery Docket and Work Order</a>

📋<a href="https://help.factory.app/en/articles/12114090-purchase-products">Purchase Products</a>

📋<a href="https://help.factory.app/en/articles/10005235-splitting-sales-order">Splitting an Order</a>

📋<a href="https://help.factory.app/en/articles/12124260-changing-the-customer-on-an-order">Changing the Customer for an Order</a>

📋<a href="https://help.factory.app/en/articles/12124272-duplicating-an-order">Duplicating an Order</a>

📋<a href="https://help.factory.app/en/articles/12306989-converting-an-order-back-to-a-quote">Converting an Order back to a Quote</a>

📋<a href="https://help.factory.app/en/articles/12094997-archiving-orders">Archiving Orders</a>

🗂️<a href="https://help.factory.app/en/articles/11903001-collaborate">Collaborate</a> 

Discuss, share files, and tag team members on any product, customer, supplier, or order, with everything kept in one place.

🗂️<a href="https://help.factory.app/en/articles/8303379-checklists-sales-orders">Checklists</a>

Track tasks on quotes and sales orders, with reusable templates for recurring jobs.

🗂️<a href="https://help.factory.app/en/articles/8444882-sales-order-tracking">Tracking</a>

Track Labour on Submitted Sales Orders with greater granularity

🗂️<a href="https://help.factory.app/en/articles/8309429-linking-sales-orders">Linking Orders</a>

Establish relationships between sales orders and purchase orders to track related work in one view.

🗂️<a href="https://help.factory.app/en/articles/8309434-sales-order-timeline">Timeline</a>

See every status change, action, and event that happened on a sales order, in chronological order.

🗂️<a href="https://help.factory.app/en/articles/12104025-profitability">Profitability</a>

Detailed view of all financial elements within a Job/Order

🗂️<a href="https://help.factory.app/en/articles/12350611-faqs-sales-orders">FAQs (Sales Orders)</a>

Quick answers about access, views, custom columns, documents, and common troubleshooting on the Sales Orders page.

The following guides outline each part of the Sales Orders to support efficient and accurate operations

Sales Orders

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Sales Orders

🗂️Main Page

📋Main Page (Sales Orders)

📋Sales Order: Custom Columns

🗂️Quote

📋Quote Details

📋Creating and Editing a Quote

📋Quote Statuses and Action Buttons

📋Previewing, Printing and Emailing a Quote and Proforma Invoice

📋Converting a Quote to an Order

📋Splitting a Quote

📋Changing the Customer on a Quote

📋Duplicating a Quote

📋Archiving or Cancelling Quote

🗂️Sales Orders

📋Order Details

📋Creating and Editing Sales Orders

📋Order Statuses and Action Buttons

📋Invoicing

📋Partial Invoicing

📋Emailing Order Confirmation

📋Generating Delivery Docket and Work Order

📋Purchase Products

📋Splitting an Order

📋Changing the Customer for an Order

📋Duplicating an Order

📋Converting an Order back to a Quote

📋Archiving Orders

🗂️Collaborate

🗂️Checklists

🗂️Tracking

🗂️Linking Orders

🗂️Timeline

🗂️Profitability

🗂️FAQs (Sales Orders)